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Paisa Health | Paisa Health | GodavariPaisa Health | Paisa Health | Godavari

Paisa Health

Paisa Health•Godavari,AP
Gf1, Block 14, Ntr Apartments, Peddapuram,
Godavari, AP, 533437
Gf1, Block 14, Ntr Apartments, Peddapuram, Godavari, AP, 533437
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About

I started my career as an Insurance agent 17 years back. Learned that solution-based advice is the way to go, and became Sebi Registered Investment Adviser in 2017.

Practice at a glance

16
Years of Experience
40
Families Served
₹10
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

QPFP – Qualified Personal Finance Professional

Licenses Held

SEBI Registered Investment Adviser

Education

Formal Education

BA – Bachelor of Arts

Industry Education

NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2

Can help you to

Plan Complete Finances
Children’s Goals
Invest for Goals
Plan Retirement
Build Wealth

Can help you buy / invest in

Fixed Deposits & Bonds
Other Insurances
Health Insurance
Global Investing
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Paisa Health.

Insurance Portfolio Review
Mutual Fund Portfolio Review
Retirement Readiness Check